About US
For a secure and planned future
Poonam Investment is an AMFI Registered Mutual Fund Distributor headed by Ankit Jain, the Founder & the Managing Director of the company is having an experience of 15 years in the field of Taxation Consultancy, Insurance, Mutual Funds and other financial products distribution.
Poonam Investment is an exceptional company for it’s unmatched quality, service and transparency in providing the best services for the clients to invest and secure in various Insurance, Mutual Funds and other Investment Products. It’s integrity is to provide core awareness in product sales and services to meet their short, medium and long term goals. Some of our strengths are:
- Dedicated Team Members
- Client First Approach
- Latest Technology Apply
- Faster Work & Delivery
- Competitive Quotations
- 24/7 Clients Support
What We Do
Financial Freedom without Boundaries.
Poonam Investment provides a unique array of proprietary and individually tailored wealth management solutions and transactional services. We take a comprehensive approach to our advisory process in order to meet and surpass the expectations of our clients. We strive to combine the objectives of solid portfolio planning with the benefits of professional asset management.
Most investors are keenly aware of the benefits obtained through smart investment planning and cross assets diversification. However due to lack of information, insufficient experience or the absence of a trusted advisor, most never fully benefit from such opportunities. That is where Poonam Investment can make a big difference. The overall array of Poonam Investment services affords our clients a “one-stop” family office-type experience and a long term trust relationship.
Dedicated Team Member
In a dedicated team model, professionals work exclusively on a client’s project, providing specialized expertise and full-time commitment.
Creative Design & Dev
Creative Design & Development encompasses the process of crafting visually compelling and functional digital experiences. It integrates artistic design with technical development to create cohesive solutions that engage users and meet business objectives.
Free Estimate & Cheap Rates
Free estimates and cheap rates in finance indicate customer-friendly pricing strategies, where services such as loan consultations, insurance quotes, or financial planning assessments are offered at no initial cost.
24/7 Clients Support
24/7 client support in finance ensures continuous assistance through live chat, call centers, or AI-powered bots, enabling customers to access banking services, resolve issues, and manage accounts anytime—enhancing trust, satisfaction.
Latest Technology
AI and Machine Learning: Used for fraud detection, credit scoring, algorithmic trading, personalized banking, and risk assessment.
Faster Work & Delivery
Faster work and delivery in finance refers to the use of advanced technologies like AI, automation, and real-time data analytics to accelerate transaction processing, decision-making, and customer service.
Why Choose Us
Because it’s all about YOU throughout the process
Accurate Assessment of your risk profile
Regular Review of your investments
Ensure you Prosper Peacefully
Advise based on facts and research
You will find me honest and knowledgeable
Why an Advisor is Zaroori Hai
Pandaavs are only Five in Nos. whereas Kaurav’s had narayani sena with them in addition to their 100 Brothers. But still Pandaavs Won. Because they had Lord Krishna as their advisor on their advisor.
Our Service
Giving You Financial Power
we offer you multiple distribution services like Mutual funds, Insurance, Fixed Deposite etc. a complete range of services that complement our distribution services. The approach is to provide you quick transaction services suitable to your profile and risk appetite .
Trading Services
Trading services refer to a broad range of financial activities and platforms that support the execution, management, and settlement of trades involving various financial instruments. These instruments include stocks, bonds, foreign exchange (Forex), commodities, derivatives (futures and options), mutual funds, and cryptocurrencies. Trading services are offered by brokerage firms, investment banks, online trading platforms, and increasingly, fintech companies.
Key Benefits of Trading Services:
- Liquidity: Facilitates buying and selling with ease, improving asset liquidity.
- Efficiency: Automated systems allow for quick, low-cost trade execution.
- Transparency: Regulatory compliance and clear reporting enhance trust and reliability.
- Accessibility: Digital platforms make global markets accessible to a wider audience.
- Customization: Tools and services are tailored to diverse investment goals and strategies.
Estate Planning
Estate planning is the structured process of managing and distributing a person’s assets during their lifetime and after death, with the goal of maximizing wealth transfer, minimizing tax liabilities, and ensuring wishes are carried out efficiently and legally. It is a key component of personal financial planning, particularly for individuals with significant assets, dependents, or complex family or business arrangements.
Who Needs Estate Planning?
- High-net-worth individuals
- Parents with minor children or dependents
- Business owners
- Individuals with complex family structures (blended families, multiple marriages)
- Anyone wishing to control how their assets are managed and distributed
Tax Planning
Tax planning is the process of analyzing a financial situation or plan from a tax perspective to ensure maximum tax efficiency. It involves legally leveraging deductions, exemptions, credits, deferrals, and other tools to minimize tax liabilities and align financial goals with the tax code. Tax planning is a critical element of both personal and business financial strategy, aiming to preserve wealth, optimize cash flow, and support long-term financial planning.
Tax Planning for Different Segments:
- Individuals: Optimize salary packaging, deductions, and retirement planning.
- Businesses: Focus on expense management, asset depreciation, and strategic investments.
- High Net-Worth Individuals: Incorporate trusts, charitable giving, and international tax strategies.
- Investors: Consider timing, asset location, and product selection for tax efficiency.
Mutual Funds
Mutual funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of assets such as stocks, bonds, money market instruments, or other securities. Managed by professional fund managers, mutual funds allow individuals and institutions to invest in a diversified, professionally managed portfolio without having to manage each security individually.
Who Should Invest in Mutual Funds?
- New investors seeking easy access to the markets.
- Individuals seeking long-term growth or income with reduced risk.
- Investors without the time or expertise to manage a portfolio independently.
Bonds
Bonds are fixed-income financial instruments that represent a loan made by an investor to a borrower—typically a corporation, municipality, or government. When you invest in a bond, you are essentially lending money to the issuer in exchange for periodic interest payments (coupon payments) and the return of principal (face value or par value) at the bond’s maturity date.
Bonds are a core component of the financial markets, offering investors predictable income, capital preservation, and portfolio diversification.
Corporate Funds
Corporate fund deposits refer to short- or long-term cash placements made by businesses and institutions into deposit accounts held at financial institutions, typically banks or non-banking financial companies (NBFCs). These deposits allow companies to safely store surplus cash, earn interest income, and manage liquidity while maintaining ready access to funds for operational or investment purposes.
Corporate fund deposits are an integral part of treasury and cash management, supporting a company’s broader financial strategy, risk management, and return optimization.
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